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WisdomTree
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Overview Fund Activity

232 hedge funds and large institutions have $1.23B invested in WisdomTree in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 65 reducing their positions, and 31 closing their positions.

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
96
Reduced
65
Closed
31
Calls
$271K
Puts
$516K
Net Calls
-$245K
Net Calls Change
-$359K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.6M
2
ACL
2
Azora Capital LP
Florida
$106M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$9.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.41M
5
BlackRock
5
BlackRock
New York
$191M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$43.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$70.5M
3
Millennium Management
3
Millennium Management
New York
$3.21M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$20.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
201
HM Payson & Co
Maine
$15K 1,500 – –
SAM
202
Smartleaf Asset Management
Massachusetts
$14K 1,388 +68 +5%
MCM
203
Manchester Capital Management
Vermont
$13.5K 1,351 – –
CFGS
204
Concourse Financial Group Securities
Alabama
$13.1K 1,313 +30 +2%
ACM
205
Aster Capital Management
United Arab Emirates
$11.2K 1,126 +1,126 New
Russell Investments Group
206
Russell Investments Group
United Kingdom
$7.99K 800 +91 +13%
QCG
207
Quadrant Capital Group
Ohio
$6.75K 676 – –
ATC
208
Adirondack Trust Company
New York
$5.99K 600 – –
VWM
209
Venturi Wealth Management
Texas
$4.8K 480 – –
FFA
210
Farther Finance Advisors
California
$3.86K 386 +15 +4%
CPA
211
Capital Performance Advisors
California
$3.37K 337 +337 New
UB
212
UMB Bank
Missouri
$2.72K 272 +117 +75%
WCM
213
Westend Capital Management
California
$2.03K 203 – –
Bessemer Group
214
Bessemer Group
New Jersey
$2K 240 -292 -55%
Lazard Asset Management
215
Lazard Asset Management
New York
$2K 287 – –
AAP
216
Arax Advisory Partners
Colorado
$1.87K 187 – –
HNB
217
Huntington National Bank
Ohio
$1.81K 181 – –
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$1.5K 150 – –
QL
219
Quarry LP
New York
$1.49K 149 +149 New
BTI
220
Blue Trust Inc
Georgia
$1.49K 150 +150 New
SCM
221
Sterling Capital Management
North Carolina
$1.41K 141 +141 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$1.18K 118 +27 +30%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.06K 106 – –
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$1K 120 +120 New
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$899 90 – –
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9
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